WM Consultancy

30/08/2026

Ep 2: Trust, Case by Case | Real Families, Real Terms, Real Trusts.

Trust is not a one-size-fits-all solution.

Every family is different. Every family has different assets, different needs, different concerns and different intentions for the future.

That is why a trust should not simply be seen as a “product”.

It is about understanding the family, identifying the purpose, and structuring the trust according to what the settlor wants to achieve.

Real families. Real needs. Real trust solutions.



🎥

Every family is different - and so is every trust. In this episode ...

24/08/2026

Off the clock. On the lanes. 🎳

Same people with different kind of meeting.

10/08/2026

Different Expertise. One Opportunity.

A meaningful session with our guest doctor:
(Dr. Jack Wong)
exploring how different professional expertise can come together to create greater value for our clients.

At WMC, we believe in building partnerships that create value for clients and opportunities for our people.

Wealth Refined • Future Defined.

04/07/2026

这一天，WMC 团队一同出席 Holistic Wealth Group (HWG) 新总部开幕典礼，见证这个重要的里程碑。

每一个新的开始，都代表着更大的愿景、更高的平台，以及更多成长的机会。

感谢 HWG 的邀请，也恭喜新总部正式启用！

祝愿未来发展更上一层楼，携手创造更多价值，服务更多家庭。

Congratulations on your new HQ! 28.6.2026

02/07/2026

Ep 1: Trust, Mis-Understood | What a Trust Actually Is (And What It Isn't)

In a world filled with opinions, facts matter.

This exclusive interview brings together our host and the trust industry’s senior leaders to uncover the true legal principles behind trusts.

Discover how trust property, fiduciary duties, and the trust deed define the nature of a trust and why understanding trust law is the key to distinguishing fact from misinformation.

Because when it comes to trusts, the law not public opinion defines the truth.

Most people think a trust is either only for the ultra-rich, or som...

30/06/2026

WMC伙伴们一起出席Dato’ Chua新书发布会《不转型就转行》。

这不仅是一本写给保险从业者的书，更是一场关于行业未来的思考。

书中有几个值得我们深思的观点：
• 转型，不等于转行。 真正的成长，是在原有专业基础上持续升级，而不是不断更换跑道。
• 从销售产品，走向解决问题。 客户需要的不只是保险，而是更全面的财富、风险与传承规划。
• 提升价值链（Value Chain）。 唯有不断提升专业能力，才能创造更高价值，而不是陷入价格竞争。

WMC一直相信：
未来属于能够持续学习、持续转型、持续创造价值的人。

感谢Dato’ Chua带来精彩的分享，也祝贺新书发布圆满成功！28.6.2026

#不转型就转行

27/06/2026

🚀 WMC ASCEND™ Program 2.0

从第一届 1.0 开始，我们发现很多顾问都面对同样的问题：

❓ 不知道从哪里开始
❓ 不知道每天该做什么
❓ 喜欢这个行业，却迟迟看不到成果

因此，WMC 推出了「30 Days Challenge Program」。

透过每天的小目标、明确的行动步骤及团队互相激励，让顾问们建立正确习惯，持续向前。

第一届 1.0 作为 Beta Test，获得了非常正面的反馈。

而来到 2.0，我们看到更多伙伴主动参与、坚持完成挑战，并开始建立属于自己的成长节奏。

这不仅仅是一项挑战。

它是一套帮助顾问建立信心、建立习惯、建立事业基础的成长系统。

感谢每一位参与者的投入与坚持，也感谢所有幕后团队的支持。

2.0 圆满完成。

我们继续前进，迎接更好的 3.0。 💪

21/06/2026

WMC is expanding its services to include Family Office solutions.
我们进一步扩展至更全面的服务领域-家族办公室。